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Tim Woods is vice president of technology alliances at FireMon, an information technology security products company.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.

Philip Palaveev is the founder of The Ensemble Practice, which advises independent RIAs and their service providers. He is the author of “The Ensemble Practice” and “G2.”

Robert Bunting is the founder of RL Bunting Consultants, and consults with the CEOs of top CPA firms. He served for over 20 years as CEO of West Coast Top 100 Firm Moss Adams, and as chairman of the American Institute of CPAs and president of the International Federation of Accountants.

Kenna Hawes is a senior data analyst for Advisory Board.

Eric Fontana is a managing director and oversees the Advisory Board's Data and Analytics Group and Financial Leadership Council.

Having spent almost 20 years working with lower middle-market companies, Joe Burkhart started his career in investment execution before coming onto Saratoga Investment Corp.

A 41-year industry veteran says his practice was seeking “a new strategic partner to help us take the next step in our firm’s growth.”

The strategy has been one way asset managers have pared losses after 10-year Treasury yields reached 3%.